Articles and Blogs
Notes from Derek
Decoding the IDGT Debate: IRS Revenue Ruling 2023-2 and Its Impact on Estate Planning
Discover the implications of IRS Revenue Ruling 2023-2 on Intentionally Defective Grantor Trusts (IDGTs). The ruling clarifies that gifted assets to an IDGT are taxable to the grantor for income tax but do not receive a step-up in basis upon the grantor’s death. Learn how this affects estate planning strategies and asset protection for beneficiaries.
The Interplay of Directive to Physicians, Healthcare Power of Attorney, and POLST Forms in Washington State: A Story of Collaboration
The Interplay of Directive to Physicians, Healthcare Power of Attorney, and POLST Forms in Washington State: A Story of CollaborationIn the realm of healthcare, making decisions about future treatment options can be a complex process. It requires a deep understanding...
Peace of Mind for Parents: The Importance of College Student Estate Planning
Amidst the preparations of sending your child to college, estate planning might not be top of mind. However, even young adults can benefit from basic estate planning, including documents like Durable Power of Attorney, Living Will, and HIPAA Authorization. Ensuring their wishes are respected and interests protected, this process fosters independence and prepares them for the responsibilities of adulthood.
Article Library
Washington-Specific Insights for Maximizing Your Estate Plan
Washington-Specific Insights for Maximizing Your Estate Plan Estate planning strategies differ significantly across states, so understanding Washington-specific laws and practices can greatly enhance your planning. Below are key insights tailored for Washington...
Real-Life Stories: How Washington Families Benefited from Trust and Pour-Over Will Planning
Real-Life Stories: How Washington Families Benefited from Trust and Pour-Over Will Planning Estate planning often feels more tangible when you see its real-world impact. Here are anonymized scenarios from Washington State families illustrating the benefits and...
Common Mistakes and Misconceptions in Trust and Will Planning in Washington
Common Mistakes and Misconceptions in Trust and Will Planning in Washington Estate planning can simplify matters for your family, but certain common mistakes or misunderstandings can create unnecessary complications. Recognizing and addressing these common issues...
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